What Our Clients Say About Us
Rich and Kathy
“Paul of Cornerstone Wealth Partners fulfills our needs of investment planning, retirement planning, estate planning, wealth transition, and more. He is efficient, makes complex investment strategies easily understood, and we enjoy the personal touch he adds to the relationship. Paul goes above and beyond the needed services and has been doing this for us for more than 5 years. His insight has helped us make well informed decisions with better costs for products and services. We very much enjoy the access he provides to multiple investment strategies in our portfolio. When it comes to our hard-earned money, we have a much more personal and stress-free environment.”
Danielle
“Prior to working with Paul and Cornerstone, my investments were scattered across multiple institutions, disorganized, and overwhelming. I now have a one stop shop where all my financial needs are met. The service is friendly and quick. My finances are no longer a burden and I’m stress free. I wouldn’t want to go anywhere else; this is my home.”